Silver Oak Securities’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Silver Oak Securities’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Buy	8,531 +53	+0.6%	+$2.83K	0.03%	488
2026 Q1	$391K	Sell	8,478 -97	-1%	-$4.95K	0.03%	504
2025 Q4	$450K	Sell	8,575 -401	-4%	-$21.4K	0.03%	490
2025 Q3	$475K	Buy	8,976 +457	+5%	+$23.1K	0.04%	443
2025 Q2	$411K	Buy	8,519 +615	+8%	+$26.5K	0.03%	460
2025 Q1	$326K	Buy	+7,904	New	+$358K	0.03%	484
2024 Q1	–	Sell	-5,311	Closed	-$242K	–	534
2023 Q4	$242K	Sell	5,311 -422	-7%	-$17.3K	0.03%	420
2023 Q3	$232K	Buy	5,733 +116	+2%	+$5.05K	0.05%	268
2023 Q2	$257K	Buy	5,617 +349	+7%	+$14.9K	0.04%	380
2023 Q1	$230K	Buy	+5,268	New	+$213K	0.04%	342
2022 Q4	–	Sell	-5,733	Closed	-$232K	–	444
2022 Q3	$232K	Buy	+5,733	New	+$222K	0.05%	268

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Silver Oak Securities's ROBT Position: Q2 2026 in Review

Silver Oak Securities increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.63% in Q2 2026, buying an estimated $2.83K and bringing the position to 8,531 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #488.

Silver Oak Securities first reported a position in ROBT in Q3 2022 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Silver Oak Securities held 8,531 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $480K as of Q2 2026.
Silver Oak Securities bought 53 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $2.83K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #488 holding.
Silver Oak Securities first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2022 and has held it in 11 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.